I am working some PerformancePoint fun into a demo for a BI presentation for Dallas SharePoint Saturday on November 13. As usual, I was mildly surprised at how easy it was to develop – and how compelling it looks. Hence, below, you’ll find a discussion of how to create a new report in PerformancePoint, and then how to take said report and generate a decomposition tree.
Decomposition trees, in case you’re not familiar with them, are the somewhat morbidly named new feature in SharePoint that allows users to drill down on reports generated from Analysis Services and displayed in a PerformancePoint webpart. To give credit where credit is due, I was able to dig up Martin Laukkanen’s blog post on pretty much the same topic here: http://nearbaseline.com.au/blog/2010/08/your-first-performancepoint-report/
Since I’ll be using a slightly different report for the demo, I’ll skip to where I veer off of his instructions. I would definitely recommend checking out his post though.
Creating the Report
I start out by navigating to the PerformancePoint Content section of the Business Intelligence Center.
This brings up a list of available PerformancePoint content. From here, I opt to add a new report. Specifically, I select the option to create a new PerformancePoint Report.
This opens up the Dashboard Designer. I select the Analytic Chart option.
This then allows me to select the data source to be used for the report. Since I am using the demo image, I have a couple of connections already configured. If you wish to create a new one from scratch, I would refer you to Martin’s post.
We now have a blank report designer view.
Let’s add a couple of fields and right click on the chart to convert it to a pie chart.
Kind of a boring looking pie chart. Click on the drop down next to Project Department to finagle the details displayed.
Now, we’re cooking with oil. (or, in a nod to some of my clients, clean burning, efficient, natural gas). Right click on the report name and change it to something slightly more descriptive.
Hit Save, and you’re good to go.
You should now see the report as an option in the PerformancePoint content.
Displaying the Report
To display the report, I navigate to the site on which I want to display it.
Under Site Actions in the top right, choose the option to Edit Page. Add the PerformancePoint Webpart.
In the tool bar, set the location to point at the report we created in the last section.
Once you click Apply and Stop Editing, your report should now be displayed on the site.
….but wait there’s more.
Decomposing the Data
So far, all we’ve accomplished is to get a pie chart to display on a Website. Not so exciting. I could have done the same thing with Excel Services and/or the REST.API. This is where the magic of PerformancePoint comes in.
Let’s say I want to drill down on the HR data. What is driving the HR cost? As this is a PerformancePoint report created using Analysis Services, I can do that easily. I simply right click on the red pie slice, and choose the option for Decomposition Tree.
That yields the following view.
Now I click on HR, and select Project List from the available options.
This yields, a list of projects within the HR slice. I see that this Health Assessment project seems to be way bigger than the others. I can also click on the Project List Level 02 header, and convert the view to a bar chart.
Looks like the Health Assessment project is way bigger than the others. I right click on it and select Decomposition Tree again. From there, I can proceed to drill down and identify which resource is driving the cost, and then even go down to the specific tasks assigned to that resource and the relevant cost per task.